Tamale RMS vs Ascend Research

Access your research, models, meeting notes, important emails and attachments - anytime from anywhere in the world. You can also create notes, save ideas and update models from the road. Share information with colleagues and stay on top of everything that’s happening in real time. See why thousands of people at investment firms around the globe rely on Tamale RMS. Key features of Tamale RMS: • Centralize all of your critical research • Retrieve all research on a company, sector, topic or fund manager • Optimize collaboration with colleagues worldwide • Connect the dots faster and improve your investment decision making process Use Tamale RMS to: • Review the latest research and models from the road prior to meetings • Capture meeting notes with company management • Stay in synch with everything that’s happening both in the office and on the road • Share information with colleagues in real time • Download attachments including Word, Excel, Powerpoint and PDFs App Information: • Compatible with Tamale 17.0.1+ • Create and edit content on iOS 11+ devices • Manage drafts in the app with Tamale 17.1+ and iOS 11+ • Upload images and share files to the app with Tamale 18.1+ and iOS 11+ • Take advantage of Tamale's SSO support with Tamale 18.1.1+

Ascend Research — your research desk for the names you own. Ascend turns your portfolio into a living research operation. Write a thesis for every position, track what's working, and get a clear read on your book — grounded in real data, not noise. Research and education, not advice. Your Book See your holdings, performance, and cost basis in one place, with a true time-weighted return reconstructed from your transactions. Living Theses Write a thesis for each position with the criteria that actually matter. They resolve automatically when a company reports — green when the thesis is confirming, red when it's breaking — so you know the moment the story changes. Morning Brief A daily brief on what moved in your book and why, composed for you and ready to listen to. Earnings Coverage Calls, transcripts, financials, and a valuation sandbox for the names you follow — with the numbers visible, so you can audit them. Risk X-ray See your concentration, your sector tilt vs. the S&P, thesis risk, and upcoming earnings events — the risks hiding in your book. Ask A research assistant that knows your book. Ask about a position, a thesis, or a name you're watching and get grounded answers you can trace. Today A focused feed that surfaces what needs your attention — movers with the "why," coaching on your decisions, and new names worth a look. Built for the self-directed investor who wants to think clearly and keep score honestly. — Ascend provides research and educational tools only. It is not investment, financial, tax, or legal advice, and nothing in the app is a recommendation to buy or sell any security. You are responsible for your own decisions. Investing involves risk, including the possible loss of principal.